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Create Jobs for Billing Schedule
Step 1 - Click [Jobs] in navigation bar. |
Note: if the link not included in navigation bar, click Search button then enter Jobs into search box, select Jobs - Lists. |
Step 2 - Create new Job by copy from template |
Select Template then choose action Process => Copy Job *Job card it use for template must create before use the copy function. *If no Job Card use for template in exist, please see Basic Operation - Job (i.e. Project), section for Create Job without copy data from existing record
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Select Job Tasks No. it needs to copy from the template…
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Step 3 – Enter Job Information |
For Billing Schedule - Job Tasks For Billing by installment, Task No to be show on the invoice printout. Suggest to use the text below for tasks no. 1ST DEPOSIT 2ND Payment 3RE Payment BALANCE PAYMENT
Job Planning Lines for each Job Tasks Line fill up following data in Job Planning Lines:
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Step 4 – Create Sales Invoice |
Create sales invoice for the deposit. Select Actions, Functions, Create Sales Invoice…
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Open sales invoice for post / print the document |
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1) In order to attach the Project Code to AR entry, fill up the Project Code in sales invoice header.
2) For 2nd payment or after, user need to update the invoice no. in Posting No. For example SI21F0005 is created for 2nd payment for the project. The invoice no. for 1st payment is SI21F0004, the posting no, for this invoice need to change to SI21F0004P2.
3) Enter Work Description
4) Enter Document Remarks
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How to preview all the related sales invoice for the Billing Schedule (Job)
I. From Job List
Go to Job List, select the Job then select Navigate, Sales Invoices/Credit Memos
II. From Job Card
Open the Job Card, select Related, Job, Sales Invoices/Credit Memos
List of Sales Invoice/Posted Sales Invoice it related to the job to be shows.
| Column | Description |
|---|---|
| Document Type | Posted Invoice - the sales invoice created from the Job and Posted (AR entries created) Invoice - the sales invoice created from the Job but not posted yet |
| Document No | Posted Invoice - Posted invoice no it shows on entries to be shows Invoice - the invoice no. to be shows. User should enter the posting no, in the sales invoice before post. Then the Posted Invoice No e.g. invoice no of 1st payment - no. of payment to be show after posted. |
| Transferred Date | Date of create sales invoice from the billing schedule (JOB) |
| Invoiced Date | Date of the sales invoice is posted (i.e. Posting date of the Posted sales invoice. Remarks: If Transferred Date is exist but Invoiced Date is empty, that means the invoice is created but not posted yet. |
| Invoiced Amount | The amount of posted invoice (i.e. amount on G/L entries) |
On-screen preview Jobs
- Jobs List – list of existing jobs
- Job Tasks – list of existing job tasks lines
- Role Centre – Invoicing Data Cues to preview no. of invoice need to create
Report
- Job Suggested Billing
- Jobs Per Customer
| Table of Contents |
|---|
Create Jobs for Billing Schedule
Step 1 - Click [Jobs] in navigation bar. |
Note: if the link not included in navigation bar, click Search button then enter Jobs into search box, select Jobs - Lists. |
Step 2 - Create new Job by copy from template |
Select Template then choose action Process => Copy Job *Job card it use for template must create before use the copy function. *If no Job Card use for template in exist, please see Basic Operation - Job (i.e. Project), section for Create Job without copy data from existing record
|
Select Job Tasks No. it needs to copy from the template…
|
Step 3 – Enter Job Information |
For Billing Schedule - Job Tasks For Billing by installment, Task No to be show on the invoice printout. Suggest to use the text below for tasks no. 1ST DEPOSIT 2ND Payment 3RE Payment BALANCE PAYMENT
Job Planning Lines for each Job Tasks Line fill up following data in Job Planning Lines:
|
Create Sales Invoice |
Create sales invoice for the deposit. Open the Job Planning Lines - Select Actions, Functions, Create Sales Invoice…
|
Open sales invoice for post / print the document |
The sales invoice can be open from Tasks or Job Planning Line Option 1 - open from Tasks Select the Tasks, then select Line=> Documents => Sales Invoices/Credit Memos
Option 2 - open from Job Planning Line 1) Click on Billable (Total Price) Line for the Tasks Line,
2) Click on Qty. Transferred to Invoice. NOTE: after the invoice is posted, click Qty. Invoiced to open the posted sales invoice.
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Fill up the following information in Sales Inovice before post 1) In order to attach the Project Code to AR entry, fill up the Project Code in sales invoice header.
2) Enter Invoice No. to Posting No, For 1st deposit payment the Posting No. is same as Sales Invoice No. For 2nd payment or afterward, user need to enter the invoice no. for 1st payment invoice + suffix for the no, of payment. For example SI21F0005 is created for 2nd payment for the project. The invoice no. for 1st payment is SI21F0004, the posting no, for this invoice need to change to SI21F0004P2.
3) Enter Work Description
4) Enter Document Remarks
|
How to preview all the related sales invoice for the Billing Schedule (Job)
I. From Job List
Go to Job List, select the Job then select Navigate, Sales Invoices/Credit Memos
II. From Job Card
Open the Job Card, select Related, Job, Sales Invoices/Credit Memos
List of Sales Invoice/Posted Sales Invoice it related to the job to be shows.
| Column | Description |
|---|---|
| Document Type | Posted Invoice - the sales invoice created from the Job and Posted (AR entries created) Invoice - the sales invoice created from the Job but not posted yet |
| Document No | Posted Invoice - Posted invoice no it shows on entries to be shows Invoice - the invoice no. to be shows. User should enter the posting no, in the sales invoice before post. Then the Posted Invoice No e.g. invoice no of 1st payment - no. of payment to be show after posted. |
| Transferred Date | Date of create sales invoice from the billing schedule (JOB) |
| Invoiced Date | Date of the sales invoice is posted (i.e. Posting date of the Posted sales invoice. Remarks: If Transferred Date is exist but Invoiced Date is empty, that means the invoice is created but not posted yet. |
| Invoiced Amount | The amount of posted invoice (i.e. amount on G/L entries) |
On-screen preview Jobs
- Jobs List – list of existing jobs
- Job Tasks – list of existing job tasks lines
- Role Centre – Invoicing Data Cues to preview no. of invoice need to create
Report
- Job Suggested Billing
- Jobs Per Customer
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